Financial Planning Services

Financial Planning for you and your family’s financial future has never been more important. Without going into too much detail; we all need to be reminded to take a more active interest in our day to day finances. After all, if you don’t – who else will?

“The quality of our lives is directly affected by the financial decisions we make”

We take a holistic approach to your financial needs and deliver a broad range of integrated services, including but not limited to:

tax-effective investment planning

saving & wealth creation strategies

cash, fixed interest, share and property investments

diversified investment planning

life insurance and financial protection assessment

salary packaging

superannuation, rollover investments & pre-retirement planning

estate planning considerations

retirement planning

master trusts service

business succession planning

individual financial planning advice

corporate superannuation

Your financial planner can help you make the right choices regarding your financial future. By following our financial planning advice process we can review your current circumstances and can assist you in customising an appropriate strategy that ensures your financial plan is right for you – now and in the future.

We are continuously looking for better ways to meet your unique and changing circumstances. Our regular review service ensures we not only meet your financial goals but are also able to anticipate your changing needs.

At Highland Financial, we aim to improve out clients’ lifestyles by helping them make better financial decisions.

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.